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Managing NetSuite Records in Outlook
Learn how to create, edit, and view NetSuite records without leaving Outlook
6 articles
Manage Records: How to create a new NetSuite contact, customer, task, prospect, lead or opportunity record from OutlookOLNS | How to create new NetSuite records from CloudExtend Outlook
Manage Records: Create a new NetSuite Contact or Customer record and attach an email to itOLNS | CloudExtend Outlook will give you the option to create a contact or Customer & then attach the email to that newly created record
Manage Records: Search and view NetSuite records in CloudExtend OutlookOLNS | Search and view NetSuite records in CloudExtend Outlook
Manage Records: Company name is grayed out / unavailable when creating a ContactOLNS | How to create a new contact and associate it with a customer when the company name is grayed out
Manage Records: Configure fields when viewing a recordOLNS| You can configure which fields you want to be displayed when viewing NetSuite records in Outlook
Manage Records: Which icons reference which NetSuite record types in CloudExtend Outlook?OLNS | CloudExtend Outlook uses Icon to distinguish between different NetSuite records types